Advocacy Wealth Management Services, LLC Cbiz, Inc. Transaction History

Advocacy Wealth Management Services, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2019 Apr 02, 2019	SELL	$19.07 - $21.36 $95,350 - $106,800	-5,000 Closed	0 $0
Q2 2018 Jul 09, 2018	SELL	$18.2 - $23.15 $36,400 - $46,300	-2,000 Reduced 28.57%	5,000 $115,000
Q1 2018 Apr 12, 2018	SELL	$15.7 - $19.4 $251,200 - $310,400	-16,000 Reduced 69.57%	7,000 $128,000
Q4 2017 Jan 12, 2018	SELL	$14.75 - $17.25 $103,250 - $120,750	-7,000 Reduced 23.33%	23,000 $355,000
Q3 2017 Oct 13, 2017	BUY	$14.45 - $16.5 $433,500 - $495,000	30,000	30,000 $488,000

277

47.8M

24.9K

1.9K

Ticker CBZ
Exchange NYSE
Sector Industrials
Industry Specialty Business Services
Shares Outstandng 51,402,000
Market Cap $3.81B
Description
CBIZ, Inc. provides financial, insurance, and advisory services in the United States and Canada. The company operates through three segments: Financial Services, Benefits and Insurance Services, and National Practices. The Financial Services segment offers accounting and tax, financial advisory, valuation, risk and advisory, and government healt...

Get notified when there are updates to the investment portfolio of Advocacy Wealth Management Services, LLC, based on Form 13F filings with the SEC.

Stay updated on Advocacy Wealth Management Services, LLC with notifications on news.